Alent Share Discussion Threads

[redartbmud] 04/3/2014 08:45

APAD

You are right about therelative SP's.
Fot my own thoughts I had Alnt as fair value around the £3.35 level before the results. I cannot see anything that leads me to significantly alter my opinion, but this market can be unforgiving of companies that don't show results better than forecast, and who comment negatively about their markets.

I was just worried that the scribblers in the city would point tyheir pencils the wrong way.
perhaps i should stop trying to second guess what they are thinking.

As ever we should all do our own research.

Kicking myself that I didn't buy Vesuvius at £4.44 yesterday. I had done the sums but didn't press the button in the end.

red

[apad] 04/3/2014 08:32

ALNT up more than ROR at the moment, but ALNT share price slow to respond first thing!
In my (not at all humble) opinion ALNT is superb value for growth and income and is off the radar. It's on my "increase" list at these prices, but I 'aint got no money at the moment.
Clearly, as a materials supplier, it must depend on its market.
Remember AZEM.
apad

[redartbmud] 04/3/2014 08:16

APAD

I hope that you are right. I have shown faith in the company with my 'hard earned' money.
There was, the negative statement about the market place.

Our first year was not without its challenges. Our principal end-markets have delivered negative unit volume growth during the course of 2013. Consumer confidence remained subdued during the year, negatively impacting demand for electronic products. Industry forecasts for global electronic equipment revenue growth were modified downward throughout the year, with industry analysts now estimating a decline of 2.9% for full year 2013, down from the 4.5% growth forecast at the beginning of 2013.

And currency headwinds.

I will sit tight on what I have whilst they work through the macro issues. In the medium to long term I am still expecting a better than average return.

You are right about Rotork - a quality company with quality management.

red

[apad] 04/3/2014 07:49

Disagree, red.
Shows why the directors bought. Cash generation and debt reduction. Maintained market.
Mr. Market will love it.
Everything can't be a ROR you know:-)
apad

[redartbmud] 04/3/2014 07:43

Overall mixed bag of results. It will probably reult in the share price remaining soft in the short term.
Famous last words.

[spooky] 04/3/2014 07:37

The shares are unequivocally cheap, the question is, when are they going to go up?

[ygor706] 04/3/2014 07:19

Results in line with consensus forecasts but gearing is coming down.

[betman] 07/2/2014 14:39

What happened at 1420, short squeeze ??

[redartbmud] 07/2/2014 11:03

I told you to keep the faith!

[apad] 07/2/2014 09:36

last week and this week the IC is positive about ALNT.
apad

[123ct] 06/2/2014 10:16

I have just bought into this stock, been watching since November following the director purchases,interesting comment from Investors chronicle last week concerning Alent and the chemicals sector in general

[apad] 05/2/2014 10:32

Presumably marked down in accord with ARM and other companies dependent on electronic products?
apad

[redartbmud] 05/2/2014 08:19

Keep the faith.

[wipo1] 04/2/2014 20:23

I am looking to buy in here,looks good value.

[robertfaulkner] 04/2/2014 17:41

Well done lads

[redartbmud] 24/1/2014 15:47

I just topped up!!

[gswredland] 24/1/2014 15:28

just bought back in!

[redartbmud] 24/1/2014 15:24

Keep the faith.

[robertfaulkner] 21/1/2014 08:40

Looking at 6 months chart at top of page, it looks like share price is heading for 310p again.

Shame, it still seems a poor relation to VSVS

[meijiman] 17/1/2014 11:08

Indeed. its not expensive and the earnings are high quality -will be re-rated in due course.

[redartbmud] 16/1/2014 22:51

Keep the faith.

[rjd1233] 16/1/2014 16:05

Fingers crossed 'the only way is up' a frustrating share!!

[redartbmud] 15/1/2014 17:01

Bought back in at 332.56p. The only way is up!

[robertfaulkner] 15/1/2014 14:59

Not so good so far!!!!!!!!

[meijiman] 31/12/2013 18:09

Agree.this will be a good stock to hold in 2014.